Start a new chat

New chat starts a conversation with anyone you can reach in BloomText: a coworker, a team or a patient. You pick who it's for, and the chat opens, ready for your first message.

Before you start

• To text a patient, they need to be saved as a patient in your organization. If they aren't, use Add a patient in New chat (see A new patient, from first text to ongoing thread).
• SMS text needs SMS Messaging on your plan and a team with a texting number.

Start a chat

1. In the Inbox, click the round + button at the top of the chat list. New chat opens.
2. In To, type a name. Coworkers, teams and patients show up as you type.
3. Click the person under Patients, for example Olivia Brooks, to add them to the chat. Coworkers and teams are listed under Coworkers and teams.
4. Click Message at the top right.
5. Check Send as. Secure text is encrypted and OK for health details. Click it to switch to SMS text, a regular text from your team's number with no health details.
6. Click Open chat.
7. The new chat opens, ready for your first message.

Nothing is created or sent until you send that first message.

Good to know

• If you already have a chat with that person, New chat says so, and Message opens the existing chat.
• Pick more than one person and the button reads Create group instead of Message. See Group conversations.
• SMS text works for one patient only, with no coworkers or teams in the chat.
• Not sure which to pick? See Secure vs. insecure texting.

Related

• Find a coworker or team and message them
• Secure vs. insecure texting and HIPAA
• Group conversations with multiple participants
• A new patient, from first text to ongoing thread